PASSIVE News & Analysis

Long-term trends and low costs can help investors decide between active and passive funds.

Now what?

How do they stack up when it comes to costs, trading capabilities, and taxes?

Johanna Englundh talks to Morningstar's Jose Garcia-Zarate on how to identify managers that can help you on your investing journey.

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...

The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of US active funds against passive peers in their...

Sheep, sloths, and gorillas.

What is active investing, and what is passive investing? We're at the whiteboard to explain the pros and cons of each.

Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?

Is your stockpicker trailing the rest and still charging hefty fees? Then speak up, says Morningstar’s Andrew Miles.